SMSF Client Services Specialist - Part-Time

myprosperity; Sydney; On-site; AUD 24,000 - 32,000; Part time

Benefits offered by this job

Career development

Recognition program

Collaborative culture

Buddy training

Job summary

myprosperity in Sydney is seeking a proactive Client Services Officer to join our SMSF team on a part-time basis (2 days per week) for a 12-month max-term contract. You will manage a range of administrative duties—from lodging tax returns and ATO correspondence to preparing financial packages and coordinating with advisors, partners and corporate staff to deliver outstanding service.

You bring strong Microsoft Office skills, excellent communication, attention to detail and a collaborative

Qualifications

• Excellent written and verbal communication skills required.
• Demonstrated proficiency in Microsoft Office applications.
• Strong organizational skills with high attention to detail.
• Customer service orientation and ability to work in a team.
• Reliable time management and proactive approach to admin tasks.

Responsibilities

• Lodge tax returns and manage ATO correspondence.
• Prepare financial packages and handle SMSF-related admin tasks.
• Attend to ASIC requirements and new entity establishments.
• Process orders for legal documents for SMSFs and manage invoicing.
• Coordinate with advisors, partners and corporate staff to ensure excellent service.

Skills

Customer service excellence

Communication skills

Team player

Attention to detail

Time management

Tools

Microsoft Office

Job description

myprosperity in Sydney is seeking a proactive Client Services Officer to join our SMSF team on a part-time basis (2 days per week) for a 12-month max-term contract. You will manage a range of administrative duties—from lodging tax returns and ATO correspondence to preparing financial packages and coordinating with advisors, partners and corporate staff to deliver outstanding service.

You bring strong Microsoft Office skills, excellent communication, attention to detail and a collaborative